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1150 Penfield Rd., Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 11/2018 | 09/2021 |
| Manning & Napier, Llc | Fairport | NY | 10/2016 | 11/2018 |
| Accountemps | Rochester | NY | 07/2016 | 10/2016 |
| Black Button Distilling | Rochester | NY | 01/2018 | 06/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 11/2018 | 09/2021 |
| Northlanding Financial Partners, Llc | Rochester | NY | 09/2021 | 10/2022 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 11/2022 | 12/2024 |
| Manning & Napier Advisors, Llc | Fairport | NY | 11/2022 | 12/2024 |
| Sage, Rutty & Company, Inc. | Rochester | NY | 01/2025 | 03/2026 |
| Prentice Wealth Management Llc | Rochester | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-20 |
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